What are the opening hours?

Monday 8:30am - 4pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 4pm

WhiteOak Financial Group - Thrivent

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WhiteOak Financial Group - Thrivent

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Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

10/14/2026

October 14th is arriving! Thanks to everyone who signed up for our Leaving a Thriving Legacy lunch workshops. Click to review details for your location.

- Cedar Rapids, Iowa: https://bit.ly/4B3HFHY

- DeWitt, Iowa: https://bit.ly/4hKABIO

- Ada, Michigan: https://bit.ly/4ikK61x

See you soon!

No products will be sold. For additional disclosures, visit thrivent.com/social.

10/06/2026

Q: Why do we host workshops and events?
A: Because we care about our clients and offer opportunities for growth, education, and service.

Our next free workshop and lunch event is coming up soon on October 14: Leaving a Thriving Legacy. We hope you'll come!

Chose the location that works best for you to learn more and to sign up.
• Cedar Rapids, Iowa
https://bit.ly/4yDAkxk

• DeWitt, Iowa
https://bit.ly/3VAOKj6

• Ada, Michigan
https://bit.ly/3UbJS3B

No products will be sold. For additional disclosures, see Thrivent.com/social.

10/05/2026

Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.

This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk

Contact us today if you want to discuss if this is right for you.

For additional interest rates and other important information: https://bit.ly/4fFumVI

See thrivent.com/social for important disclosures.

09/24/2026

Leaving a Thriving Legacy – Watch Party Lunches │ Cedar Rapids, IA; DeWitt, IA; Ada, MI │ Wednesday, October 14

We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:

• Essential estate planning documents everyone should have
• The purpose and role of a will
• Estate taxes and annual gifting limits
• How the probate process works
• Advantages of naming beneficiaries on accounts
• The SECURE Act 2.0 and its impact on retirement accounts
• Long-term care planning: costs and options
• Charitable giving strategies and opportunities
• How qualified charitable distributions (QCDs) work
• Life insurance: Creating stability for every stage of life

Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your adult beneficiaries to attend this educational opportunity.

Special guest speaker: Eric W. Bilger, FIC, Financial Advisor, Thrivent

Enjoy a complimentary lunch provided by our Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.

Choose the location that works for you:

• The Hotel at Kirkwood Center, Meeting Room 124 • 7725 Kirkwood Blvd. SW, Cedar Rapids, Iowa • 11:45 a.m.–1:15 p.m. CT
To register,
Visit: https://bit.ly/3V9Va8K
Call: 319-366-2991
Email: [email protected]

• DeWitt Community Library • 917 5th Ave., DeWitt, Iowa • 11:45 a.m.–1:15 p.m. CT
To register,
Visit: https://bit.ly/4d0BwlD
Call: 563-659-2991
Email: [email protected]

• Amy Van Andel Library, Rm 2 • 7215 Headley St. SE, Ada, Michigan • 12:45 p.m.–2:15 p.m. ET
To register,
Visit: https://bit.ly/4yib8ME
Call: 616-805-7207
Email: [email protected]

Please sign up by October 7 if able, but walk-ins are welcome.

No products will be sold. For additional disclosures, see Thrivent.com/social.

09/23/2026

If you know anyone who you think might benefit from attending a free workshop about special needs planning, please tell them about our event next Tuesday, Sept. 29, at Ushers Ferry Lodge in Cedar Rapids.

We've invited Hannah Magrum, Thrivent Financial Advisor, to discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs, and is an ambulatory wheelchair user herself.

Planning for Special Needs Individuals and Their Families │ Tuesday, September 29, 5:30 – 7 p.m. CT │ Ushers Ferry Lodge, 5925 Seminole Valley Trail NE, Cedar Rapids, IA

Enjoy dinner provided by our Thrivent Community while we watch Hannah's livestream presentation together, followed by an opportunity for Q & A.

For details about workshop topics or to register, visit https://bit.ly/4ygZAJI.

Ushers Ferry Lodge is ADA-accessible. No products will be sold. For additional disclosures, see Thrivent.com/social.

09/15/2026

Free Workshop: Planning for Special Needs Individuals and Their Families │ Tuesday, September 29, 5:30 – 7 p.m. CT │ Ushers Ferry Lodge, 5925 Seminole Valley Trail NE, Cedar Rapids, IA

Guest speaker Hannah Magrum, Chartered Special Needs Consultant®️designation holder, parent to a child with special needs, ambulatory wheelchair user herself, and Thrivent Financial Advisor, will discuss the unique complexities that go into planning for special needs individuals and their families.

Topics will include:
• Resources: state, local and federal
• IEP vs. 504
• Special needs trusts
• Medicaid and Medicare
• ABLE accounts
• Support options
• Tax considerations
• How personal financial planning impacts special needs planning

Enjoy a complimentary meal while we watch Hannah's livestream presentation together. You will have an opportunity for Q&A after she speaks.

REGISTER
Sign up at https://bit.ly/470v0I0. You may also call our office at 319-366-2991 or email [email protected].

If able, please sign up by Wednesday, September 23. Walk-ins are also welcome.

This educational event is designed for all families who wish to learn more about special needs planning. We encourage you to invite anyone who may benefit from attending. Ushers Ferry Lodge is ADA-accessible.

No products will be sold. For additional disclosures, see Thrivent.com/social.

09/14/2026

"Trust in the Lord with all your heart and lean not on your own understanding; in all your ways submit to him, and he will make your paths straight." - Proverbs 3:5-6

09/11/2026

A shout out to the wonderful, willing volunteers at St. Andrew Lutheran Church, Van Horne, IA; St. John Lutheran Church, Keystone, IA; and Grace Lutheran Church Blairstown. They partnered with us to package around 10,000 Take Away Hunger beans and rice meals that are being shipped to Haiti to help relieve hunger.

Meal packaging is fun and makes a difference as we remember our brothers and sisters in need both near and far.

If your group is interested in a meal packaging project, reach out to us by calling 319-366-2991 or email [email protected].

09/07/2026

Wishing you and your loved ones a safe and relaxing Labor Day.

08/21/2026

We asked. You voted. We listened.

Chosen by our community and inspired by the spirit of living generously, this year's winning T-shirt design is officially here.

Thank you for every vote, comment and show of support.

Address

908 6th Avenue
Dewitt, IA
52742

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 4pm

Telephone

+15636592991

Website

https://connect.thrivent.com/whiteoak-financial-group

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